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What Features Do You Need from A CRM to Make Your Mortgage Agency Successful?
Published on: April 29, 2020
Read more about What Features Do You Need from A CRM to Make Your Mortgage Agency Successful?The primary drivers of a successful mortgage agency are an unmatched knowledge of your products, an unwavering commitment to getting the best deals possible for your clients, and strong relationships within the industry. But just getting clients in the door can be challenging, especially when consumers now have more options than ever for dealing directly […]
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What Makes a Mortgage Customer Resource Management Software Different from a General CRM?
Published on: January 21, 2020
Read more about What Makes a Mortgage Customer Resource Management Software Different from a General CRM?CRMs are quickly becoming ubiquitous across almost all sales-based industries, as companies realize the value of automating and enhancing as many of their prospecting and client management tasks as possible. The mortgage industry is now different, and plenty of brokers are now employing modern CRM’s to help them work smarter and deliver more value to […]
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Essential Features to Look for When Choosing a Mortgage Loan CRM
Published on: November 26, 2019
Read more about Essential Features to Look for When Choosing a Mortgage Loan CRMCustomer resource management platforms are becoming a must-have for mortgage professionals, as brokers have come to realize just how much value they can get out of these highly versatile tools. But when you hit the market in search of a CRM for your brokerage, how do you choose which one is right from a sea […]
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Mortgage Broker Sales Techniques – How to Improve Your Sales Techniques and Close More Deals
Published on: October 4, 2019
Read more about Mortgage Broker Sales Techniques – How to Improve Your Sales Techniques and Close More DealsSelling mortgage brokerage services should be easy. There really isn’t any reason anyone should ever deal directly with a bank or lender when they could be engaging an expert broker to do it on their behalf. Despite that, many brokers struggle with the sales process, and prospects that should easily be converted to clients end […]
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The Ideal Mortgage Broker Sales Process and How Customer Resource Management Can Help
Published on: September 27, 2019
Read more about The Ideal Mortgage Broker Sales Process and How Customer Resource Management Can HelpThe sales process in a brokerage is unique, in that you’re essentially selling prospects a beneficial service at no cost to them. But, at the same time, it’s also essentially identical to the sales process in every other industry. Brokers need to find leads, qualify them, make contact and sell the service while handling prospect […]
